Hayweed

Verizon's Droid Is the Real Deal

I don't think Apple has that much to worry about. This is about Verizon needing a phone to compete with Apple but at the same time, it eliminates the one thing holding Verizon customers from leaving to go to AT&T, which is the bogus claim that Verizon is getting the iPhone. Now that this officially proves no iPhone for Verizon, the people leaving Verizon will be huge.

As for the phone, Motorola is old tech. Their moment in the sun is past, kind of like Palm. The real company that will hurt from this is Rimm which will see this phone be the number one pushed phone on Verizon instead of Rimm's blackberries. I would stay long AAPL while short Rimm as a good pair trade.

RIM Set to Storm Smartphone Market

So they toss out the old sure press for true press. How does this affect the development of apps. My guess is storm2 is one more phone in Rimm's growing phone inventory which divides developers and consumers from products based on which handset they get. Meanwhile apple has one form factor for the phone and the touch which results in one development that reaches almost 50 million devices.

RImm needs to get to one or 2 phone forms or the developers will never make anything good apps.

Dell Launching a Smartphone: Bad Idea from the Get-Go?

Staying short Dell as Mikey keeps floundering at the helm.

AT&T, Apple Can't Win Fight Against VoIP

Steve Jobs has said that the telecoms are just dumb pipes. Apple should have no opposition to VOIP, but the telcos do. Google has a seat on Apple's board. I would think Apple knows what Google is doing and the rejection will start a firestorm and a possible ruling that VOIP is allowed. Then Google and Apple both win while the telcos lose. Never underestimate Jobs ability to negotiate with unconventional methods. Remember that Apple talked to Verizon about the iphone but they would have never done a deal with Verizon. This was needed to get AT&T to pay thru the nose.

Google's New Operating System Will Be Interesting to See

Goog to MSFT: "Stay out of search or we will bury you."

10 Reasons Not to Buy Apple

When Apple adds a video camera to the iPod Touch this year with a better camera, the iPod Touch will be the hottest mobile gaming, mobile internet device and flip video camera on the market. The poor lemmings on Verizon and Sprint buy iPod touches to use for everything but phone calls. They want apps which they can't get with the crappy phones. Once they get the Touch it is only a matter of time before they get the iPhone and one gadget in the pocket instead of phone, ipod, camera, PSP, etc. all sharing the same pocket.

Microsoft CEO Steve Ballmer Introduces Bing!

From the Urban Dictionary

Bing = prison or jail, solitary confinement

This name is spot on.

Smartphone Wars to Heat Up This Summer

In less than 2 years is apple now the most profitable cell phone provider in the world?

Based on last quarter (Apple - using iphone nongaap earnings)

Apple $699 million
Rimm $518 million
Nokia $161 million
Sony Ericsson <$0
LG ?
Samsung ?

Mobile Internet Poised for Dramatic Growth

This is playing right into Apple's pocketbook. Ease of use, mobility, and quality product at a reasonable cost.

The Ongoing Smartphone Revolution

Crazylegs - I saw my first zune yesterday being used by a person. No social there. You can say what you want but Apple is crushing the competition. If they weren't would Verizon really need to give you a free blackberry when you buy one. Talk about Margin Compression for Rimm. Dell needs a phone yet the carriers reject their proposed phone (LOL), MSFT is all about vaporware. Please stick with us we promise to come out with something cool some day - really. Sony may be reduced to a niche player in consumer electronics since we only have BBY and WMT left. At least Apple has their own stores.

The Ongoing Smartphone Revolution

His basis is that the "The Zune is a great bit of kit" which we all know is rubbish. Thus from the author's dim view, MSFT should be the best since they are the biggest. In autos, GM was the biggest yet they never made great cars. Android will be hampered by too many different handsets and a fight over the app marketplace - carrier, google or handset maker or all 3. Nintendo and Rimm is a laugher. That would destroy Rimm which is doing a good job of that to itself. Dell might buy Rimm which I hope happens since I am short Rimm and Dell, that marriage would definitely fail miserably.

Face it - the cell phone business was a dud. Rimm had an email machine that played brickbreaker (wow). Then Apple enters the market, everyone laughs, the phone begins to sell and then everyone says crap we need to do something. If the MSFT RIMM and others could not innovate before Apple how are they going to do it now.

Lastly, Apple should buy Sony and "become a world class consumer electronics company overnight." Where is the author hiding - under a rock. Apple is the premier consumer electronics company. I have Sony TVs but that is the only thing I would buy from Sony. Apple could easily make TVs. I did buy a Sony touchscreen camera which got the screen scratched first time in the pocket with keys. You can put your iphone in your pocket with keys and nothing happens.

Thus Apple should continue being Apple while the others pray that Apple runs out of ideas.

The 'New Look' Dow

Apple should be in the dow since they are clearly one of america's most admired and most successful tech companies. heck Apple should replace msft which is lacking any growth driver in the future

Cramer's Mad Money -10 Reasons the Economy Is Not So Bad (2/6/09)

Rimm may be galloping but the fact that Verizon is selling blackberries on a 2-1 sale is going to hurt margins or is a sign that they have way too many blackberries in inventory. Either way that is a bad sign for Rimm. I would be short this and Amazon with its crazy pe ratio.

Cisco says the market for networking gear stinks. Only thing I see positive is that Superbama will save us.

Review of Last Week's Tech Earnings

My thoughts exactly on Rimm. The stock has been strong and broke thru the 50 day moving average but I expect this occurred on Rimm's favorable guidance by management. As Rimm has now missed 3 times in a row, I would look at this quarter as another miss if Apple is seeing weak phones and Nokia is getting crushed.

Tech Sector: 10 Predictions for the 'Net in '09

What about itunes, Amazon unbox, and Hulu putting Blockbuster or Netflix out of business.

What about the iphone's impact on eliminating the development of the mobile web since it is not necessary on the iphone.